Beginner’s Tutorial Guide

First, you will discover how Odoo inventory analytics empowers your team with real-time stock insights. Next, you will see how Odoo inventory analytics improves decision making across purchasing, sales, and warehouse operations. Then, this tutorial will guide you through every step to build, customize, and leverage an Odoo inventory report dashboard. Accordingly, you’ll learn best practices, pro tips, and practical use cases so that you can drive efficiency and accuracy in your trading business immediately.

Why Choose Odoo Inventory Analytics?

First, you face manual stock tracking issues in spreadsheets, and you incur errors and delays. Next, you need clear visibility into product levels, reorder needs, and warehouse performance. Then, Odoo inventory analytics solves these challenges by providing:

• Real-time data: You access live stock levels and avoid overselling.
• Custom dashboards: You tailor views by warehouse, product category, or date.
• Actionable reports: You identify slow-moving items and spot reorder alerts.

Additionally, you benefit from automated forecast calculations that reduce stock-out risks. Moreover, you save time and effort compared to manual analysis. Consequently, you free your team to focus on core trading strategies rather than data cleanup.

Getting Started with Odoo Inventory Reports

First, you need an active Odoo instance with Inventory permissions. Next, ensure your user role includes access to Inventory and Reporting modules. Then, confirm your data—products, warehouses, and initial stock—are properly configured. Accordingly, you’ll navigate through the following main menu:

1. Inventory App: Your hub for all inbound, outbound, and adjustments.
2. Reporting → Inventory Analysis: Your entry point for analytics and dashboard creation.

Finally, you’ll follow this tutorial to transform raw data into clear insights.

Step 1: Log into Your Odoo Account

First, open your browser and visit your Odoo URL (for example, https://yourcompany.odoo.com). Next, enter your credentials and click Log In. Then, you arrive at the Odoo main dashboard. Accordingly, verify that you see the Inventory icon among your apps. If not, ask your administrator to grant Reporting access.

Step 2: Open Inventory Analysis Report

First, click the Inventory app icon. Next, look to the top menu and select Reporting, then choose Inventory Analysis. Then, Odoo displays a list view of all products with columns such as Quantity On Hand, Forecasted Quantity, and Outgoing Quantity. Accordingly, you now see the foundation for your analytics.

Using the Inventory Dashboard

First, note that Odoo shows a default list view. Next, you can switch to graph or pivot view by clicking the respective icons. Then, you can drill into trends, compare warehouses, and identify peak demand periods. Consequently, you turn raw numbers into actionable charts.

Step 3: Apply Essential Filters

First, click the Filters dropdown. Next, choose built-in filters like In Stock, Out of Stock, or date ranges such as This Week or Last Month. Then, you can add custom filters:

1. Click Add Custom Filter.
2. Select a field (e.g., Warehouse).
3. Choose an operator (e.g., is equal to).
4. Pick a value (e.g., Main Warehouse).

Accordingly, you tailor the view to focus on specific segments of your inventory. Moreover, you can combine filters (for example, warehouse + product category) to refine analysis.

Step 4: Group and Measure Your Data

First, click the Group By dropdown. Next, select grouping options such as Product Category, Product, or Warehouse. Then, you immediately see stock aggregated by your chosen dimension. Additionally, click Measures to add or remove columns—common measures include:

• Quantity On Hand
• Forecasted Quantity
• Outgoing Quantity

Consequently, you build a summarized table that highlights key metrics. Furthermore, you can group by multiple fields (for example, category then warehouse) to get deeper insights.

Step 5: Switch Between Views

First, look at the top-right and click the Pivot View icon. Next, you’ll see a pivot table where rows and columns display your chosen groupings and measures. Then, drag and drop fields to reorganize your layout:

• Move Warehouse to columns.
• Place Product Category in rows.
• Use Quantity On Hand as your value.

Additionally, you can sort and expand/collapse groups for clarity. Then, click the Graph View icon to visualize trends:

• Select Bar Chart, Line Chart, or Pie Chart.
• Use Date on the X-axis to plot stock over time.
• Adjust Measure for your Y-axis data.

Accordingly, you transform spreadsheets into intuitive visual stories.

Step 6: Save Smart Filters for Quick Access

First, after you set filters and groupings, click the Favorites star icon. Next, choose Save current search. Then, name your filter (for example, “Main Warehouse Stock”). Accordingly, you save time by recalling this view instantly under Favorites. Additionally, you can share saved filters with colleagues by checking Share with all users.

Step 7: Add Charts to Your Odoo Dashboard

First, click on the Dashboard menu in the Inventory app. Next, click Edit Dashboard. Then, click Add and choose Saved Action. Moreover, select the saved filter or view (e.g., “Main Warehouse Stock”). Afterwards, choose a widget type:

• List: Shows your table layout.
• Pivot: Embeds the pivot table.
• Graph: Embeds your chosen chart.

Accordingly, your dashboard shows live metrics and visuals side by side. Additionally, drag to resize each widget for optimal layout. Then, click Save to lock in your design.

Step 8: Leverage Forecast Tools for Reorder Advice

First, return to Reporting → Inventory Analysis. Next, click Forecast on the top bar. Then, Odoo uses past consumption to project future demand. Moreover, you can adjust forecasting horizons (for example, next 30 days). Also, you can click Reordering Rules to:

1. Generate a suggested purchase for products below their minimum stock rule.
2. Confirm vendor information and order quantities.

Accordingly, you automate replenishment and avoid stock-outs.

Pro Tips for Better Inventory Analytics

H4: Use Color-Coded Tags

First, assign colors to high-priority products. Next, use Odoo’s Kanban view to spot urgent restocks. Then, apply star ratings (1–5) for fast-moving items.

H4: Schedule Automated Reports

First, navigate to Automated Actions. Next, set a daily or weekly email containing your saved dashboard. Then, your team stays updated without manual clicks.

H4: Combine with Accounting Analytics

First, cross-reference inventory value with accounting reports under Accounting → Reporting. Then, you measure carrying costs and profitability by SKU.

H4: Integrate Barcode Scanning

First, install the Odoo Barcode module. Next, scan inbound and outbound movements. Then, your Quantity On Hand updates in real time.

Frequently Asked Questions (FAQ)

How does Odoo inventory analytics differ from manual spreadsheets?

First, Odoo updates data instantly as you scan or record transactions. Next, it avoids human errors common in spreadsheets. Then, it provides built-in graphs and pivot tables without external tools.

Can I use Odoo inventory analytics across multiple warehouses?

First, you group by Warehouse in your analysis view. Next, you apply filters for each location. Then, your dashboard shows combined or split metrics as needed.

Does Odoo support advanced forecasting methods?

First, Odoo uses statistical models based on historical data. Next, you can adjust forecast periods and parameters. Additionally, you can integrate third-party modules for machine-learning forecasts.

Is Odoo inventory analytics mobile-friendly?

First, you access the Inventory app on mobile or tablet. Next, pivot and graph views adapt responsively. Then, your warehouse staff can monitor stock on the go.

Conclusion

First, you learned why Odoo inventory analytics offers clear advantages over manual tracking. Next, you followed eight steps to access, filter, group, visualize, and automate your stock data. Then, you explored pro tips, FAQs, and best practices to maximize your results. Finally, you stand ready to implement Odoo stock analysis in your trading business and drive efficiency, accuracy, and growth.

Additionally, for more in-depth guidance, consult the Odoo Documentation and explore advanced modules. Consequently, you’ll transform raw inventory data into strategic insights that power your operations.

---

Ready to master your inventory? Get started today with Odoo’s free trial and see real-time insights at work!